EP WEALTH ADVISORS, LLC – Vanguard Short-Term Bond Index Fund Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$1.23M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-2.57%
quarter
Vanguard Short-Term Bond Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +20.55% | 2.80K shares | 183K | $74.82 | 16.44K |
| Q2 2022 | share | Decrease | -23.90% | -4.28K shares | -349K | $76.79 | 13.64K |
| Q1 2022 | share | Decrease | -15.16% | -3.20K shares | -312K | $77.9 | 17.92K |
| Q4 2021 | share | Increase | +14.87% | 2.73K shares | 201K | $80.84 | 21.12K |
| Q3 2021 | share | Decrease | -12.18% | -2.55K shares | -214K | $81.72 | 18.39K |
| Q2 2021 | share | Increase | +125.67% | 11.66K shares | 958K | $81.72 | 20.94K |
| Q1 2021 | share | Increase | +7.46% | 644 shares | 47K | $81.49 | 9.28K |
| Q4 2020 | share | Increase | +5.11% | 420 shares | 34K | $82.02 | 8.63K |
| Q3 2020 | share | Decrease | -33.95% | -4.22K shares | -352K | $81.75 | 8.21K |
| Q2 2020 | share | Increase | +11.00% | 1.23K shares | 113K | $81.47 | 12.43K |
| Q1 2020 | share | Increase | 0.00% | 11.20K shares | 921K | $80.14 | 11.20K |
| Q2 2019 | share | Decrease | -100.00% | -7.81K shares | -622K | $77.23 | 0 |
| Q1 2019 | share | Decrease | -86.59% | -50.46K shares | -3.95M | $75.88 | 7.81K |
| Q4 2018 | share | Decrease | -67.92% | -123.39K shares | -9.59M | $74.62 | 58.27K |
| Q3 2018 | share | Increase | 0.00% | 181.67K shares | 14.17M | $73.57 | 181.67K |